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Strategies and Planning for Closely Held and Family Banks-Sp24


Additional information



Recording Available Until



Philip Smith


Consultants and Attorneys, Gerrish Smith Tuck

Target Audience

Board of Directors, CEOs and senior management

Program Time

10:00 am-11:00 am CT


60 minutes

Closely held and family banks present unique opportunities and challenges, from the strategic planning process to consideration of Subchapter S to implementation of an ESOP and handling board, management and ownership succession issues. This session will identify key areas of concern for closely held and family banks and present ideas and strategies that help improve value.

Topics to be covered include:

• Succession planning
• Organizational structure issues such as holding company and S corp
• The M&A landscape for closely held and family banks